Anthony Sarnelli Email & Phone Number

Directly responsible for managing and maintaining client accounts with revenue invoicing over 30 million dollars per year.•Oversee Customer Service and fulfillment team/s throughout the country that are directly assigned to accounts.•Reports directly to Eastern Region VP of Operations.•Assigned Primary Investment Management accounts.•Collaborate in RFP process and service contracts for prospective and existing clients.•Collaborate in development of sales presentations for all Investment Management product and services.•Develop operation transition plans for newly acquired work.•Identify new business opportunities within existing accounts. •Liaison between current or potential clients, and Operations and Sales.•Retain existing revenue on assigned accounts.